The challenges of the previous 12 months have put Jodi Amos and Newlin Archinal, managing companions of 4Rivers Wealth Management, to the take a look at. Their RIA agency was simply 5 weeks—sure, weeks—younger and so they have been within the midst of transitioning their shoppers when information of the pandemic broke. Guided by the assumption that the character and energy of a agency is demonstrated by the way it handles disaster, the companions shortly reimagined what their enterprise and shopper service may seem like in a digital setting. This means to pivot and ship their signature high-touch service whereas relying closely on expertise has remodeled a 12 months of unpredictability into considered one of development.
To spherical out our Girls’s Historical past Month collection honoring the Valiant Girls of Commonwealth, our personal Christin Clohosey, program supervisor, follow administration, caught up with Jodi and Newlin over Zoom to speak about launching their very own RIA and the way they’re turning into change brokers, lighting the trail ahead for different girls in a male-dominated trade. Watch the video to find out how their imaginative and prescient and enterprise is evolving.
Earlier: Valiant Women of Commonwealth: Ashley Ott’s People-Oriented Path to Success
